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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,372 | $156,398-85.7% | $147,318-84.8% | $138,895-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.78% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $4,771 | $4,853-1.7% | $4,593+3.9% | $4,194+13.8% |
| Participant deferral / active EE | $6,820 | $8,237-17.2% | $7,906-13.7% | $6,396+6.6% |
| Admin fee / account holder | $2,252 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |